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Walmart Inc

2,730 hedge funds and large institutions have $127B invested in Walmart Inc in 2021 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 1,122 increasing their positions, 900 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 110

25% more repeat investments, than reductions

Existing positions increased: 1,122 | Existing positions reduced: 900

20% more call options, than puts

Call options by funds: $3.51B | Put options by funds: $2.92B

10% more funds holding

Funds holding: 2,4832,730 (+247)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

1.33% more ownership

Funds ownership: 94.2%95.53% (+1.3%)

4% more capital invested

Capital invested by funds: $122B → $127B (+$4.6B)

Holders
2,730
Holders Change
+247
Holders Change %
+9.95%
% of All Funds
42.01%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.17%
New
399
Increased
1,122
Reduced
900
Closed
110
Calls
$3.51B
Puts
$2.92B
Net Calls
+$586M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
776
Proficio Capital Partners
Massachusetts
$4.54M +$6.88K +144 +0.2%
OIA
777
OneDigital Investment Advisors
Kansas
$4.53M -$38K -795 -0.8%
NL
778
NWAM LLC
Washington
$4.53M +$3.68M +77,001 +453%
HZ
779
Hixon Zuercher
Ohio
$4.53M +$205K +4,296 +5%
BIM
780
Bridges Investment Management
Nebraska
$4.52M -$21.5K -450 -0.5%
LS
781
Livforsakringsbolaget Skandia
Sweden
$4.52M -$902K -18,900 -17%
WAC
782
William Allan Corp
Colorado
$4.52M +$4.47M +93,669 New
MIG
783
McGuire Investment Group
Rhode Island
$4.5M -$263K -5,505 -6%
SIAG
784
Signet Investment Advisory Group
Rhode Island
$4.49M +$122K +2,562 +3%
MCM
785
Mitchell Capital Management
Kansas
$4.46M +$70.2K +1,470 +2%
ECML
786
Eagle Capital Management (Louisiana)
Louisiana
$4.46M +$31.5K +660 +0.7%
TFS
787
Thoroughbred Financial Services
Tennessee
$4.45M +$317K +6,636 +8%
FMB
788
Field & Main Bank
Kentucky
$4.43M +$43K +900 +1%
WTA
789
Washington Trust Advisors
Massachusetts
$4.4M +$4.36M +91,251 New
HC
790
Hendley & Co
Ohio
$4.37M -$1.29M -26,934 -23%
APSI
791
Asset Planning Services Inc
Louisiana
$4.35M -$143K -3,000 -3%
CIC
792
Canal Insurance Company
South Carolina
$4.34M
JC
793
Jacobs & Co
California
$4.33M +$1.37M +28,599 +47%
JG
794
Jefferies Group
New York
$4.31M -$5.1M -106,863 -54%
MBTD
795
Mechanics Bank - Trust Department
California
$4.31M -$15K -315 -0.4%
AAS
796
Annex Advisory Services
Wisconsin
$4.31M +$163K +3,423 +4%
HPIA
797
Hamilton Point Investment Advisors
North Carolina
$4.29M +$59.1K +1,239 +1%
CIA
798
Capital Investment Advisors
Georgia
$4.28M +$132K +2,772 +3%
SAM
799
SignalPoint Asset Management
Missouri
$4.27M +$86.2K +1,806 +2%
RIL
800
Rothschild Investment LLC
Illinois
$4.27M -$57.3K -1,200 -1%

WMT Hedge Fund Activity: Q4 2021 in Review

2,730 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2021, worth a combined $127B — up 3.8% from $122B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new WMT positions and 110 closed out — a net gain of 289 holders — while 1,122 added to existing stakes and 900 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.49B. The largest seller was Fisher Asset Management, cutting an estimated $1.14B.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q4 2021, up from 2,483 in Q3 2021.
  • Funds reported $127B of Walmart Inc stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 399 funds opened new Walmart Inc positions in Q4 2021 and 110 closed out, a net change of +289 holders.
  • The largest Walmart Inc buyer in Q4 2021 was GQG Partners, an estimated $1.49B added.
  • The largest Walmart Inc seller in Q4 2021 was Fisher Asset Management, an estimated $1.14B sold.

Based on aggregated 13F filings for Q4 2021.